PSQuote - Professional Services Quoting

* AI-aided scoping & services CPQ * Built by professional services people -> for professional services reality. * MCP & connectors for AI tooling like Slackbot, Claude, Gemini, ChatGPT, Agentforce & more * Built natively on Salesforce

* Standardizes how services are quoted across the business * Builds quotes from trusted data, not tribal knowledge * Protects margin with built-in guardrails * Makes every number explainable and auditable * Creates a clean handoff from sales to delivery

* We'll help you visualize how PSQuote will fit into your organization * Sync to CRM, CPQ/RCA * Sync to PSA (Certinia, Kantata, Cloud Coach, Precursive & more) * Agentforce AI Use Cases & autmation

* Hit your targets by selling the right services accurately * Ensure the right people get on the right projects * See expected revenue and margin based on resource mix

* Minimize project issues with accurate up-front estimates * Connect delivery and sales teams * Eliminate the need for offline spreadsheets

* Add non-labor materials (travel, expenses, subscription) * Track ‘As Delivered’ against ‘As Sold’ to maximize revenue * Increase Services Attach Rate * Fixed Fee Project estimation

Syncing quotes with PSA gives early visibility to Resource Demand and you can start soft booking resources earlier.

Centralize Quote & Discount approvals in Salesforce for greater visibility across your organization for quote status, discount approval status, average discount rates.

Reduce time to SOW for both internal and client facing proposals. Standardize proposal/SOW content for clauses, assumptions specific to product offerings.